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The Only Chart That Matters

 

 

One would think we have a global boom on our hands and yet every measure of economic activity related to what gets shipped from air cargo to port activity to truck tonnage to actual real export volumes are either stagnating or in most cases, contracting outright.

 

 

This is what I love to do – point out anomalies. Something here doesn’t pass the sniff test.

And That Is Why This Is The Only Chart That Matters

AMB vs SPX

 

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